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Portus Wealth Advisors, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portus Wealth Advisors, LLC on BRK-B, newest first. How the timeline and the estimate are built.

Portus Wealth Advisors, LLC held 543 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 543 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $270,387.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 542 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $271,211.

    13F-HR 0002097516-26-000006 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 541 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $259,247.

    13F-HR 0002097516-26-000005 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 534 shares
    Change vs previous 13F -12 shares

    0.25% of the 13F portfolio, value $268,415.

    13F-HR 0002097516-26-000001 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 546 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $274,496.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).